Click on the “Settings” module, then on the “Import data” sub-module.
Select your Excel file and the list into which you want to import your data, then check that your fields match in Step 2.
Once everything has been verified, click on the “Import data” button.
If each contact in your database has a separate email address, click the “Use email” button.
This way, the system will detect the contacts in your database whose email address is part of your Excel file, then update the information of these contacts in CentrixOne instead of creating a duplicate. If a contact from your Excel file does not exist in CentrixOne, then the system will simply create it upon import.
With this option it’s important to know that if a contact already exists in your CentrixOne account, but is not part of the list into which you are importing your data, then the system will create a duplicate of the contact. This duplicate will be linked to your original contact in CentrixOne. So when you update the information in this contact, it will also be updated in the original contact.
It is important not to use this option if it is possible that two contacts have the same email address in your database. Otherwise, the information might not import correctly.
If you want to import the contacts into a new list without them being associated with other contacts that may already exist in your CentrixOne account, then click on the “Do not use email” button.
Before importing data for the first time, make sure that all contacts in the same account have exactly the same company name and the same full address. If there is any minor difference, such as additional spacing in names and titles, the system will create two different accounts.
